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Technology Stocks : Nortel Networks (NT)

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To: Bosco who wrote (9093)12/22/2000 9:04:33 AM
From: Bosco  Read Replies (1) of 14638
 
Hi all - ok, you folks got to promise not the bash another analyst <G>. As some of you know ING Barings has downgraded NT 2 days ago, guess what

smartmoney.com

Mr Tom Lauria is another LU veteran. However, don't confuse his former employment with his verdict on NT. Take his analysis at face value. Personally, I don't buy it, but I will not attack him personally. The fact that NT continues to dominate the optical mkt and her projection into 3G has suggested that she has all the intention to dominate the high bandwidth segments of the telecom equipment sector. That fact that she maintains friendly relationship with entrepreneurs like Aptis founders means she continues to get the cream of the crop for the emerging technologies. That fact that she is holding valuable assets in the telecom value added functionality like CLFY has showed a lot of hidden values are yet to be realized. I can go on and on, but I will save some for another time

best, Bosco
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